Testimonials

What Our Clients Say About Us

Check out what our satisfied clients are saying about us:

brad-ford

“I have been using Advisors Back Office for about three years. I consider them the CFO of our business. What I most value is working with Mark to improve my business in ways I never thought possible over my 44 years as a small business owner. Whether it’s creating and fine-tuning budgets, employee expansion plans, HR issues, or just helping me be a better owner of my business, it’s wonderful to have help and a sounding board as my business grows, and it’s so nice not to have to worry about all the details anymore.”

Brad Ford, President
Vineyard Financial
adam-curan

“Back Office takes a heavy load off our shoulders so we can focus our time, energy, and efforts on delighting clients and growing our firm. We wouldn’t have near the impact on our community without them by our side.”

Adam Curran, Wealth Advisor
Curran Financial Partners
brian-decker

“Before getting comprehensive reports from Back Office, I was flying blind. I had no idea why certain things were happening in our company. When we hired Back Office, it was like night and day. I could SEE where we needed to focus our attention. I could see where to cut and where to add funds. It has made a HUGE difference in our business and has been a key factor in us bringing in close to $900MM in client assets in 8 years!”

Brian Decker, Founder
Decker Retirement Planning
tad-new

“Advisors Back Office Solution has taken all of the necessary but time-consuming tasks off of our plate. That has been a game changer for our ability to be more productive as a company. Our team can now focus on doing the things that make our business better! Also, as someone who has always tracked our numbers, it’s a huge benefit to be able to know any number I need without me having to do the tracking. THANKS, BACK OFFICE!”

Tad Hill, Co-Founder, CEO and Wealth Advisor
Freedom Financial Group
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"The entire team at Back Office have proven to be a critical partner in my business.  As a growing financial planning firm with big aspirations, it’s imperative to have a back-office team that handles many tedious, time-consuming tasks. This partnership is instrumental in allowing us to continue to scale.  I can’t say enough about how responsive they have been to any questions or needs I’ve had over the years.  They work proactively to help me navigate all of my financials, benchmark me against peers, and highlight trends that allow me to steer my firm in a better direction.  I would highly recommend Back Office and know they will be a truly valuable asset to any financial planning business.  I refer to them as “The financial advisor for financial advisors”."

Bob Horne, CEO, President and Financial Advisor
NuVenture Financial Group
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"The team at Back Office have been instrumental in helping us take care of all bookkeeping, accounting and payroll matters. Before them we struggled in these areas and it took a lot of time away from my team, myself included. Now we can focus on the high value activities now that we have Back Office on our side. I would recommend Back Office to any advisor that would want to grow their business."

Wes Wood, President
Wood Financial Group
matt-dicken

"The entire team at Back Office has been a crucial factor in our growth as a company. Without their expert guidance and attention to detail we would not have had the same confidence that we do when making critical changes and improvements in our business. When hiring Back Office it is as if you have just added dozens of professionals to your team without anywhere near the expense typically required."

Matthew Dicken, Founder and CEO
Strategic Wealth Designers
ted-thatcher

"Rarely have I found paying a due invoice to be something that makes me "happy". But for perhaps the first time in my career, I get to have that experience monthly! Each month, the team at Back Office deliver on the promises they make. That is too rare in business. If you are a business owner who values integrity, reliability, and expertise look no further."

Ted Thatcher, President
Bright Lake Wealth Management
kelly-kelly

"Partnering with the Back Office team has been one of the best business decisions I've made. Mark is focused, accessible, and I consider him a true partner – our CFO. It's important to me to know who I'm working with and where they're coming from, and Mark's deep understanding of successful RIAs in our industry is invaluable.
I highly recommend Back Office to any wealth management firm looking to enhance their operational efficiency. Their comprehensive services, dedicated support, and attention to detail are exceptional."

Kelly Kelly, President and CEO
Kelly Financial Services LLC
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"I can't recommend this amazing team enough! As our CFO, Mark has been nothing short of a game-changer for our business. He and his team juggle multiple aspects of our back-office services with remarkable skill and attention to detail. From monthly meetings where we review finances to the invaluable coaching they provide, their guidance has helped us navigate the most complicated aspects of our business with ease.
Mark's expertise and ability to simplify complex issues has been a huge asset. His team’s professionalism and dedication are evident in everything they do, ensuring that we stay on track and make informed decisions. We’ve not only gained a trusted financial partner but also a team that genuinely cares about our success.
If you're looking for a team that offers exceptional financial guidance and support while making the process feel seamless, Back Office are the ones to trust!"

Alicia Lewis, President and Financial Professional
Layman Lewis Financial Group
jason-biance

"Just like with clients or teammates, you have to choose your partners wisely. The entire Back Office crew are a savvy and dedicated team. Through handling our back-office needs and giving us CFO-type insights, they free up our team to focus on getting better at what we do."

Jason Biance, Founding Partner, CIO and Wealth Management Advisor
J. Biance Financial
rob-r-crop

“The advisor’s advisor.
Heidi, Mark, Lisa Johnson, & the rest of the team at Back Office are core to our success at Russell. Having an incredible team to watch over and monitor your financials and bookkeeping frees me up to focus on the highest value activities that drive revenue and value to our firm. 
Can I afford to hire? How much cash runway should I have? Should I expand my marketing? How do I compare to my peers? What are my financial blind spots? Should I pay down debt?
The Back Office team has helped me answer the questions that keep me up at night - couldn’t recommend Heidi, Mark and their team more! Stop guessing and worrying - plug into Back Office!”

Rob Russell, CEPA, President & CEO
Russell Total Wealth & Wellness
Bret Elam

“If you are looking for peace of mind and not spending a ton of money on bookkeeper, CFO; Back Office is your solution! What they have designed to be able to uncover your metrics against the industry average and also being able to dynamically get any bit of information at a moment’s notice has been an incredible addition. As owners being spread thin and figuring out where to allocate your time……this is incredible value for the money spent and quality of their information and their incredible service. We feel guilty and are trying to figure out how to use them more with all the additional services they offer as well. Incredible source of knowledge and in today’s world of having low expectations to stop being disappointed. Back Office does NOT and will NOT disappoint! Enjoy the journey with them!”

Bret Elam, Managing Partner
Thrive Financial Services
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“Back Office has been a blessing to our firm. We appreciate their responsiveness, as well as all of the different tools they offer and industry connections they have put us in touch with, who have helped enhance our business. They are far better than any employee that we could have brought on at our current size.  They offer an entire team for less than I could pay one employee. We are thankful to know all of them and the expertise they offer us.”

Cris Wallace, CFP, ChFC, Founder, President & Financial Advisor
WG Financial Group
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“Back Office has transformed how we manage our finances and continue to scale our firm. By implementing consistent accounting practices, assisting in the creation of accurate budgets, giving clarity to the P & L and correlating expenses and revenue, they’ve given us a transparent view of our firm’s financial health. This operational efficiency has saved us hundreds of hours of internal work. We highly value the regularly scheduled meetings where we discuss our business’ financial standing and insights gained during these meetings have been crucial in helping us navigate complex decisions about our continued expansion. With their support, we’ve been able to grow even more—and do it in a highly efficient manner.”

Alan Becker, President & CEO
RSG Investments, LLC
Brett Maggard

“If you’re looking to take your firm to the next level, I highly recommend Back Office.
Mark’s monthly coaching calls have made a huge impact on our firm. It’s not just about reviewing the numbers and reporting—it’s about understanding why things are the way they are, identifying where we can improve, and figuring out exactly what we need to do to get better. I learn something valuable on every call.
The entire Back Office team genuinely cares about helping us succeed. They’re professional, responsive, and consistently provide great service. I’m extremely happy we made the decision to work with them. It’s worth every penny.”

Brett Maggard, Founder, Fiduciary Financial Advisor, MBA, MDRT
Maggard Wealth Management
randon-s-crop

“Back Office has been a tremendous help in keeping our financials organized and making sure I understand the numbers and trends in our business. Their attention to detail gives me confidence that everything is recorded properly, without me having to worry about it.
I especially appreciate our monthly meetings. They help me see where we’re on track, identify areas that need attention, and understand what we need to work on. Having that clarity and confidence allows me to focus on running our business. I highly recommend Back Office!”

Radon Stancil, CFP®, Founder
Peace Of Mind Wealth Management
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“Back office has been an incredible value to my practice. They help with all of my expense tracking, business analysis, and business planning. His team is essential for the ongoing success of my business and I am very thankful for everything that they do for me!”

Jason LaBarge, President & Financial Advisor
LaBarge Financial
Lane Martinsen

“We’ve been working with Back Office for about two years, and they have become an important part of how we run our business. Having a team we can trust to handle our bookkeeping, payroll, and financial reporting gives me greater confidence that the financial side of the business is being handled accurately and consistently.
What I appreciate most is that they do more than simply process numbers. They help us better understand the financial health of the business and give us the information we need to make better decisions as we grow. They are responsive, knowledgeable, and easy to work with.
As a business owner, there are a lot of things competing for your attention. Back Office allows me to spend less time worrying about the accounting details and more time focused on our team, our clients, and growing the business. I would highly recommend them to other advisory firms.”

Lane Martinsen, ChFC® RICP® CLTC® NSSA, Founder & CEO
Martinsen Wealth Management

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